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Heffernan Insurance Brokers

1350 Carlback Avenue, Walnut Creek, CA, 94596, United States

Overview

Insurance brokerage specializing in niche industries and client service.

Founded

1988

Deals ยท 12mo

0

Links

WebsiteLinkedInX (Twitter)

Stage focus

Seed
Series A

Geographic focus

United States

Sector focus

Finance
Financial Services
Insurance

Investment portfolio

4rounds
NAMEDATESIZE
GloveBox
Jul 2022Participated
$6 MSeries A
Wunderite
Apr 2021Participated
$3 MSeed
GloveBox
Mar 2021Participated
$3 MOther Equity
Highwing
Nov 2020Participated
$4 MSeed
GloveBox
Jul 2022Participated
$6 MSeries A
Wunderite
Apr 2021Participated
$3 MSeed
GloveBox
Mar 2021Participated
$3 MOther Equity
Highwing
Nov 2020Participated
$4 MSeed
4
Items
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Insights

Time horizon

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Deal Distribution

Heffernan Insurance Brokers: 4 funding rounds are recorded in the selected participation categories.All available history.
Heffernan Insurance Brokers: 4 funding rounds are recorded in the selected participation categories. All available history
Round typeLed dealsParticipated deals
Seed02
Series A01
Other Equity01

Monthly Deal Activity

Heffernan Insurance Brokers: 4 deals are recorded across 72 months.All available history.
Heffernan Insurance Brokers: 4 deals are recorded across 72 months. All available history
MonthDeals
Nov '201
Dec '200
Jan '210
Feb '210
Mar '211
Apr '211
May '210
Jun '210
Jul '210
Aug '210
Sep '210
Oct '210
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Dec '210
Jan '220
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Mar '220
Apr '220
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Dec '220
Jan '230
Feb '230
Mar '230
Apr '230
May '230
Jun '230
Jul '230
Aug '230
Sep '230
Oct '230
Nov '230
Dec '230
Jan '240
Feb '240
Mar '240
Apr '240
May '240
Jun '240
Jul '240
Aug '240
Sep '240
Oct '240
Nov '240
Dec '240
Jan '250
Feb '250
Mar '250
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Nov '250
Dec '250
Jan '260
Feb '260
Mar '260
Apr '260
May '260
Jun '260
Jul '260
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Sep '260
Oct '260

Sector Breakdown

Heffernan Insurance Brokers: Fintech is the largest displayed sector by deal count (4 deals).All available history.

A deal can appear in multiple sectors, so sector totals may overlap. Capital represents disclosed total round sizes, not fund cheque sizes.

Heffernan Insurance Brokers: Fintech is the largest displayed sector by deal count (4 deals). All available history
SectorDeals
Fintech4
Enterprise Software2
Data, Analytics & IT1

Deal Size Distribution

Heffernan Insurance Brokers: 4 rounds have a disclosed size in the displayed size bands.All available history.

Undisclosed round sizes are excluded. Capital represents total round sizes, not fund cheque sizes.

Heffernan Insurance Brokers: 4 rounds have a disclosed size in the displayed size bands. All available history
Round size band (USD)Deals
<$5M3
$5M-$10M1
$10M-$25M0
$25M-$50M0
$50M-$100M0
$100M-$250M0
$250M-$500M0
$500M-$1B0
$1B+0

Deals By Geography

Heffernan Insurance Brokers: United States has the largest recorded deal count among the displayed regions (4 deals).All available history.

Top 1 of 1 regions; European countries are grouped as Europe.

Heffernan Insurance Brokers: United States has the largest recorded deal count among the displayed regions (4 deals). All available history
RegionDeals
United States4
Heffernan Insurance Brokers: 15 co-investors are shown, with BrokerTech Ventures sharing 2 recorded deals.All available history.

Co-Investors

Bubble size = shared deals

Click a bubble to open that fund in a new tab.

Shows up to 20 co-investors ranked by shared deals. Deals may be shared with multiple funds, so rows overlap. Capital is total round size, not fund cheque size.

Heffernan Insurance Brokers: 15 co-investors are shown, with BrokerTech Ventures sharing 2 recorded deals. All available history
Co-investorShared deals
BrokerTech Ventures2
Boston Seed Capital1
BRP Group1
Cameron Ventures1
Conner Strong & Buckelew1
Holmes Murphy1
Mercato Partners1
Panoramic Ventures1
Revolution1
Service Provider Capital1
SkyKnight Capital1
Spark Capital1
SpringTime Ventures1
The ABD Team1
Trustco1

Investment Strategy

Heffernan Insurance Brokers: Led accounts for 0% and participating for 100% of round participation.All available history.
Heffernan Insurance Brokers: Led accounts for 0% and participating for 100% of round participation. All available history
CategoryDeals (count)Share (%)
Led00%
Participating4100%
Heffernan Insurance Brokers: Single-lead accounts for 0% and co-led for 0% of lead dynamics.All available history.
Heffernan Insurance Brokers: Single-lead accounts for 0% and co-led for 0% of lead dynamics. All available history
CategoryDeals (count)Share (%)
Single-lead00%
Co-led00%

Lead dynamics requires at least one led deal in this range

Team

Dan Sebastiani

Chief Financial Officer

Jennifer Mahoney

Chief Operating Officer

Kate Grasman

Chief Information Officer

Mike Heffernan

President & CEO